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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$333M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$298M
3
VAM
Veritas Asset Management
United Kingdom
+$261M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$232M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$194M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$677M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$306M
4
State Street
State Street
Massachusetts
-$298M
5
Bank of America
Bank of America
North Carolina
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
801
Canandaigua National Bank & Trust
New York
$1.09M +$347K +4,445 +47%
LOAMS
802
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.09M +$1.09M +13,886 New
BC
803
Brinker Capital
Pennsylvania
$1.08M -$646K -8,267 -37%
SSWM
804
Smith Salley Wealth Management
North Carolina
$1.08M – – –
GJIC
805
Gamble Jones Investment Counsel
California
$1.08M -$34.4K -440 -3%
NPA
806
Nichols & Pratt Advisers
Massachusetts
$1.07M – – –
FMBTD
807
First Midwest Bank Trust Division
Illinois
$1.07M -$74.9K -959 -7%
GF
808
Gerstein Fisher
New York
$1.07M -$5.55K -71 -0.5%
CDH
809
Charles D. Hyman
$1.06M +$78 +1 +0%
11A
810
10-15 Associates
New York
$1.06M +$1.06M +13,517 New
PIA
811
Piedmont Investment Advisors
North Carolina
$1.05M – – –
BCA
812
Bray Capital Advisors
Florida
$1.05M +$174K +2,229 +20%
AP
813
Advisor Partners
California
$1.05M -$124K -1,592 -11%
GCA
814
Guardian Capital Advisors
Ontario, Canada
$1.05M +$86.3K +870 +9%
MNBTD
815
Moody National Bank Trust Division
Texas
$1.05M +$12.5K +160 +1%
KCM
816
Kanawha Capital Management
Virginia
$1.05M +$56K +717 +6%
TIM
817
Thompson Investment Management
Wisconsin
$1.04M +$49.4K +633 +5%
LPC
818
Loeb Partners Corp
New York
$1.04M -$117K -1,500 -10%
YIA
819
YHB Investment Advisors
Connecticut
$1.04M -$50.9K -652 -5%
SDIC
820
South Dakota Investment Council
South Dakota
$1.04M +$1.04M +13,300 New
BG
821
Bollard Group
Massachusetts
$1.03M +$3.13K +40 +0.3%
DMC
822
Drexel Morgan & Co
Pennsylvania
$1.03M +$135K +1,725 +15%
ANRIA
823
American National Registered Investment Advisor
Texas
$1.02M -$56.2K -720 -5%
TCOV
824
Trust Company of Vermont
Vermont
$1.02M -$63.5K -813 -6%
SCM
825
Shelton Capital Management
Colorado
$1.02M +$39.1K +500 +4%
31 32
33
34 35